Carlson Capital Management »

H&R Block shares owned by Carlson Capital Management

Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Carlson Capital Management from 13F filings

Historical chart of Carlson Capital Management investment in H&R Block

Tip: Access up to 7 years of quarterly data

All positions including H&R Block held by Carlson Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in H&R Block by Carlson Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 17k 63.55
2024-06-30 $944k 17k 54.23
2024-03-31 $855k 17k 49.11
2023-12-31 $842k 17k 48.37
2023-09-30 $749k 17k 43.06
2023-06-30 $555k 17k 31.87
2023-03-31 $613k 17k 35.25

More positions owned by Carlson Capital Management

Ea Series Trust Ccm Global Equit (CCMG)
Etf Ser Solutions Distillate Us (DSTL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Intl High Profit (DIHP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Pacer Fds Tr Developed Mrkt (ICOW)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
UnitedHealth (UNH)

View all positions for Carlson Capital Management

Top funds holding H&R Block

BlackRock
BlackRock
Vanguard Group
Charles Schwab Investment Management
State Street Corporation
Hanna Zanoni
Robeco Investment Management
Geode Capital Management
Dimensional Fund Advisors
Pacer Advisors
Northern Trust
AQR Capital Management
Lazard Asset Management
Arrowstreet Capital, Limited Partnership
Bank of New York Mellon

View all funds holding H&R Block